In short: The worst of the three: −17.8% in June to $23.20 and −43.2% from the January 29 high, with AUM down −22.0% to ~$327M on −630,000 shares. Huhn reads the persistent small-cap lag as bullish positioning evidence, not a warning: the URNJ AUM rate-of-change line has stayed below URA's since nearly crossing in July 2025, and "this condition will not be the case in the latter stages of the uranium bull market and we are far away from that."
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